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This section describes how to perform an entity build at a high level. After you configure the system for entity builds, there are several ways in which you can run the entity build process. To perform

Configure the System for Entity Builds

To configure the system for an Entity Build:

  1. Enable Ensure that the Entity Build Engine (ENTITYENG) on the PACE Server by accessing the PACE Manager (Choose the Configure button and access the General Tab).is enabled. Otherwise, contact a DBA for assistance. 
    writers note: Confirm whether you need to check System Management Center > System Settings >Event Types for ENTITYENG instance and confirm that Process Manager column is Enabled? If not, then what?
  2. Choose the Build Type of Entity within the Import/Export Feed button in the Administrator during the setup of the Uploader schema.
    This is chosen for POSITION uploads. This will indicate indicates to the system that the existing composite, aggregate, and sub-portfolio entities should be updated with the new positions data, if applicable.
    WRITERS NOTE: confirm with Dima whether you need to take some action. Is this related to Automation Center > Setup > Schemas, where you can view the schema for a row with a Feed Type of ENTITY BUILD?
  3. Create Entity Build type field attributesfields.
    These fields are utilized and populated when within the composite entity is built. These are located in the HOLDING database in entity build engine. To do this, from Performance Center's Performance Desk, select the General Reporting workspace. In the reporting studio, within the Components tab (three tab mode), access the Entity Build folder under Fields. Create field Attributes with the Entity Build process.
    The build generates position records (to the POSITION_DETAIL table . For sub-portfolios that build cash, located in the HOLDING database). In addition, if the build is enabled to generate cash activity (CASH_ACTIVITY table in the CASH database), then you also need to create Entity Build field attributes. These are located in the CASH database in the CASH-ACTIVITY table. This process involves defining Entity Build fields. Entity Build fields must be built for each field that may be used in a report.
WRITERS NOTE: confirm If step 1 is still relevant and where it moved in GUI. Is this just about uploads?
Is step 2 above obsolete? Do we still use uploaders? Where in the GUI? 

Are step 3 and 4 part of the same step? 

Do we add step 5 called Run the Entity Build Process, as described in the next section?
  1. entity build field attributes for cash fields.
    NOTE:  For detailed information, see the "Working with Entity Build Field Attributes" section of the General Reporting Reference Guide 2015. 


This doesn't mention the setup tasks such as Entity Build Flag or the Entity Build Mode of Process system parameter. Is this supposed to be generic, or was it written at a time when only composites were relevant? 

Run the Entity Build Process

There are a number of ways to kick off the Entity build process. The following table describes these methods. 

NameDescriptionFor More Information
Submit Build (Manual)

You can manually execute the entity build in Performance Center or Portfolio Data Center by selecting an entity and clicking the Submit Build option.

Submit an Entity Build ManuallyWRITERS NOTE: We have detailed existing procedeures for submitting benchmark builds and submitting GIPS builds. Nothing exists for Aggregates and sub-portfolios and composites. I created this for comp/sub/agg

Entity Build (Uploader)

The entity build process can be kicked off as part of an Uploader by selecting the Entity Build option when defining the Uploader schema.


WRITERS NOTE: no idea whether currently documented or where to do it. If you can provide new UI location, I can look up whether we have something somewhere DIMA. Still used today? Currently documented?  Where  in GUI? 

Previously in Data Steward via maintain schema?

Now Automation Center > Setup > Schemas? Feed Type of ENTITY BUILD? Or Build Type of Entity in the Define tab when you create Schema?

Scheduled Entity Build Event

You can schedule the process as an Entity Build event through the Define Event window in Automation Center.

Schedule an Entity BuildWRITERS NOTE: We have detailed existing procedeures for scheduling benchmark builds. Nothing exists for Aggregates and sub-portfolios and composites. I created this for comp/sub/agg




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